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phone - John Abernethy, Free Stock Market Insights Sydney NSW Australia

Call: 1300 788 568

Value Investing

Level 7, 1 Market Street, Sydney, NSW, 2000

SMSF Melbourne

Self Managed Super Funds (SMSF) Melbourne VIC
Administration & Management Information Event

Live in Melbourne; Find out if a
Self Managed Super Fund (SMSF) is for you

Self Managed super fund SMSF Information Seminar South North West East Melbourne

If you are after more information about Self Managed Super Funds in Melbourne then register for your SMSF information evening hosted by Clime Super | Clime Asset Management or join the mailing list and stay upto date with all the latest Clime news.

Is a Self Managed Super Fund for you?

Do you need an administration and accounting service?

SMSF & Estate Planning Insights

Grow your SMSF portfolio


Self Managed Super Fund (SMSF); What they are and why they're popular?

Is a Self Managed Super Fund (SMSF) right for you?

Self Managed Super Funds are unique forms of superannuation funds that are established in order to deliver retirement income for its members. SMSFs must only exist for the sole purpose of providing retirement income, established by passing the ‘sole purpose’ test for its beneficiaries .

In Australia, an Self Managed Super Fund (SMSF) can have up to four members. Most SMSFs are set up by couples, however others can have a SMSF too. Self Managed Super Funds have increased in popularity since the Global Financial Crisis and now constitute the primary source of superannuation fund in Australia. We believe that this is because SMSFs offers you the most control & flexibility over investments and retirement in Australia.

Melbourne Super Management & SMSF Administration Services

Clime Super Melbourne SMSF Management & Administration Services

With a self managed super fund in Australia you have more power over all your investments.

However, with greater power over your investments comes increased responsibility. As a trustee or director of a Self managed Super Fund (SMSF) a burden is placed unto you; you have to make sure no laws are broken, to invest appropriately and to keep all your self managed super assets separate from your individual assets.

The good news is that your SMSF administration and management may be outsourced to specialist consultants such as those at Clime Super, who take the administrative burden off your hands for substantially reduced costs than your typical high-street accountant.

Self Managed Super Funds (SMSF) | Why they are popular in Melbourne

How will a Self Managed Super Fund help me?

A self managed super fund is a type of superannuation fund that is designed to profit the members of that fund. In gives you the power over your investments and means that your future could be a whole lot brighter. Self managed super funds must exist for the sole purpose of providing retirement funds to members.

With a self managed super fund you have a greater amount of investment opportunities and you are able to link your family assets. You can also take full advantage of franking credits thereby lowering your taxes another great bonus from this type of fund.

Clime Super Melbourne offers great options where you can significantly increase your superfund over its life time. We will craft superannuation solutions to your needs and credit amount. A self managed super fund provides you with a way to control your investments and secure your future.

When you enter into a self managed super fund with Clime Super Melbourne, we will do all the planning and running of you fund, meaning you are free to relax, comfortable in the knowledge that your future is secure.

SMSF & Estate Planning Insights Workshop – Melbourne, Vic

June 11 @ 1:00 pm - 2:30 pm ;

242 Telstra Conference Centre; 1/242 Exhibition Street, Melbourne, VIC 3000 Australia


Price: Free

Coming up in Melbourne, the latest of our series of seminars and workshops on SMSF is SMSF & Estate Planning Insights by Michael Kloeckner. The seminar workshop will be hosted by One of Clime Asset Managements’ SMSF advisers, Michael Kloeckner. Michael will explain to you what you should expect from the cost effective Self Managed Super Fund (SMSF) administration and accounting service offered by Clime Super, and discuss whether setting up a multi-asset portfolio for your SMSF is right for you.

Michael will offer strong estate planning insights throughout the workshop and endevour to help you avoid your wishes not being met.

Speaker:

Michael Kloeckner B Com LLB Dip Fin Super
Director Private Clients and Head of Clime Super

Agenda:

Binding/non-binding lapsing/non-lapsing death nominations

Multi-Asset SMSF Asset Management

Estate planning approaches to reduce tariffs and maximise your asset protection

Corporate, general and enduring powers of attorney

SMSF company trustee and re-contribution insights

Advanced Health Care Directives and Medical Guardianships – Beneficiary

Capital and measured protected testamentary trust wills


Clime Super will also offer SMSF information seminar attendees:


FREE Clime Super Asset Management SMSF Health checks (by phone)

FREE share portfolio assessment by Clime Super^

FREE SMSF re-structure or establishment offers*

FREE estate planning health check

*with establishment of Clime Discrete Share Portfolio service available to Wholesale clients only, as defined by the Corporations Act.
^for sophisticated/wholesale investors as defined by the Corporations Act.

SMSF & Estate Planning Insights Workshop – Melbourne, Vic

April 14 @ 12:00 pm - 1:30 pm;

(Finished)


242 Telstra Conference Centre; 1/242 Exhibition Street, Melbourne, VIC 3000 Australia

Key Speaker and SMSF adviser Michael Kloeckner explains what to expect from a cost effective Self Managed Super Fund (SMSF) administration and accounting service with Clime Super Melbourne; discussing the setting up of a multi-asset portfolio within your SMSF. Michael will show you how you can secure your future by entering into a self managed super fund with Clime, and earning more than you ever dreamed.

SCRIPTS - Roger Montgomery, Value Investment Insights Sydney